CIK: 0000071633
Total reported value
$490.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 58.80% | -2.42% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 37.55% | +7.60% | — | |
| 3 | MMCA | Nyli Mackay Ca Muni Interm | ETF-Other | 1.96% | -0.45% | — | |
| 4 | ✓ | Indexiq ETF Tr | ETF-Large Cap & Growth | 0.49% | — | — | |
| 5 | ✓ | Stock-Other | 0.40% | — | — | ||
| 6 | ✓ | Indexiq ETF Tr | ETF-Large Cap & Growth | 0.37% | — | — | |
| 7 | ✓ | Indexiq ETF Tr | ETF-Large Cap & Growth | 0.37% | — | — | |
| 8 | ✓ | Contextlogic INC | Stock-Other | 0.06% | — | — | |
| 9 | BBIO | BridgeBio Pharma, Inc. | Stock-Healthcare | 0.01% | — | — |